Multi Asset Strategy Moderate

The portfolios aim to achieve their objectives over the long-term, combining active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The moderate risk profile is obtained by adjusting asset allocation through our quantitative process.

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Why should you invest in this strategy?

You should invest in this strategy if you want to achieve a gross-of-fee total return of at least 3.5% above the currency CPI rate over rolling periods of 5 years or more.

Watch the video below to learn more about this investment strategy.

Investment Growth

Asset Class Allocation



Risk profile


1 - 3 years

Low - Moderate

3+ years


3 - 5 years

Moderate - High

5 years


7+ years

Our awards

Award Icons Intellidex 2021 Small
Intellidex | 2021

Top Advice-Based Broker

Award Icons Intellidex 2020 Small
Intellidex | 2020

Top Advice-Based Broker

Meet the Portfolio Managers

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

Andrew Padoa

Andrew Padoa

Branch Manager: Durban and Portfolio Manager

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Find out more about Andrew Padoa
Bruce Mills

Bruce Mills

Portfolio Manager, Gqeberha

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Find out more about Bruce Mills
Dawid Balt

Dawid Balt

Branch Manager & Portfolio Manager, Brooklyn

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Find out more about Dawid Balt

Contact a portfolio manager today

Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a Global Multi Asset Portfolio.

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